Serialization, Track & Trace

1. Serialization, Track & Trace Nicole Groves – Business Analyst Manager West Coast User Group, 2/11/2013

2. QAD Serialization, Track & Trace Agenda • Solution Overview • QAD Serialization, Track & Trace and The Effective Enterprise • Business Challenges • Business Scenario Coverage • Solution Building Blocks • Value Summary & Metrics Impact • Availability & Release Support • Q&A

3. QAD Serialization, Track & Trace Solution Overview • New capabilities to augment traceability in QAD Enterprise Applications • Serialization, Track & Trace • Provides a framework for tracking & tracing: • item serial numbers and/or • license plated packs

4. QAD Serialization, Track & Trace Solution Overview • Traceability in QAD Enterprise Applications • Lot/Serial Control • In core QAD Enterprise Applications • WIP lot tracking • In Manufacturing • Installed Base Recording • In Service & Support Management • Device History Recording • In core QAD Enterprise Applications • NEW – Serialization, Track & Trace • In core QAD Enterprise Applications

5. QAD Serialization, Track & Trace What is Item Serialization? • A Unique Identification Number

6. QAD Serialization, Track & Trace What is License Plate Inventory? • Packaged Inventory using a unique ID

7. QAD Serialization, Track & Trace The Effective Enterprise • QAD Serialization, Track & Trace assists the Effective Enterprise by: • Simplifying meeting regulatory requirements or customer mandates • Streamlining material handling using LPN • Providing efficient recall or adverse events management

8. Business Challenges QAD Serialization, Track & Trace

9. QAD Serialization, Track & Trace Business Challenges • Counterfeit product

10. QAD Serialization, Track & Trace Business Challenges • Recall management • Inventory track & trace

11. QAD Serialization, Track & Trace Business Challenges • Regulatory compliance

12. QAD Serialization, Track & Trace Business Challenges • Warehouse efficiency • Inventory accuracy

13. QAD Serialization, Track & Trace Business Challenges • Counterfeit product • Recall management • Inventory track k& trace • Regulatory compliance • Warehouse efficiency • Inventory accuracy

14. QAD Solution Business Scenario Coverage QAD Serialization, Track & Trace

15. QAD Serialization, Track & Trace Solution Impact Receiving Production Shipment

16. QAD Solution QAD Serialization, Track & Trace

17. QAD Serialization, Track & Trace The Building Blocks • Packaging • Serialized data management • Serialized inventory management • Label printing service • Communication and integration • Backward / Forward lot track & trace

18. QAD Serialization, Track & Trace Building Block #1 - Packaging

19. QAD Serialization, Track & Trace Packaging Master Data • Packaging types • Packaging structures • Default packaging structures per item per origin/destination • Label Formats

20. QAD Serialization, Track & Trace Building Block #2 – Serialized Data • Multiple serial ID formats (GS1, SSCC, SGTIN) • Customer regulated serial ID ranges • Multi-level aggregation serial IDs • Identify inventory by serial IDs and Lot IDs • Track & trace throughout life cycle serial IDs

21. QAD Serialization, Track & Trace Building Block #3 – Serialized Inventory Warehouse / Distribution

22. QAD Serialization, Track & Trace QAD - Serialized Inventory Management • Lot control segregated from serial control • Aggregation serialized packs • Integrated with inventory transactions (Native API’s) • Packaging transactions (build, remove, repack…)

23. Linear 2D Matrix QAD Serialization, Track & Trace Building Block #4 – Label Printing Service • Setup printers for label printing • Print barcode labels directly from key transactions • Label design using 3rd party software (label template) • Label format definitions • Generate file with fixed and variable data according to label format • Connect to hardware via different communication protocols

24. QAD Serialization, Track & Trace Building Block # 5: Communication/Integration • Native API’s • Q-Docs (QAD QXtend) • Serialization logic integrated in API’s for inventory transactions • Outbound ASN support serialized packs / items(RxASN) • Reporting Serialization Data

25. QAD Serialization, Track & Trace Business Flow Example – Item Serialization

26. QAD Serialization, Track & Trace Building Block # 6: Backward/Forward Lot Track & Trace • Lot Trace Workbench • Single access point to current lot-controlled inventory and historical data • Backward & forward tracing • Extended list of relevant information • Drill down capabilities • Ability to extract data for further analysis

27. QAD Serialization, Track & Trace Lot Trace – Backward (Supplier Data) • Drill down from finished goods backwards across all product structure levels to verify what materials have been used. • View transactional data related to a specific finished product, the components issued, and the related purchased product.

28. QAD Serialization, Track & Trace Lot Trace – Forward (Customer Data) • Analyze stock position at each item level and access and export detailed transaction history data. • Analyze to which customers goods have been shipped to take appropriate and targeted actions.

29. QAD Serialization, Track & Trace Summarized Value Proposition • Integrated, with all key business processes • Multi-level license plate packaging • integrated with item serialization and inventory transactions • Supports regulatory compliance • All Industries • Lot and serial product genealogy • Trace what went into any lot/item

30. QAD Serialization, Track & Trace Key Metrics Affected • Inventory accuracy • Warehouse efficiency • Delivered In-Full On-Time • Quality • Regulatory Compliance

31. QAD Serialization, Track & Trace Availability & Release Support • Compatible with 2012.1 EE • Delivered as add-on package • Part of QAD Unified Bundle • Early Adopter release

32. Questions?

33. Building theEffective Enterprise Join us in San Antonio, TX May 6-9, 2013 Early Bird Ends Soon!

34. QAD Serialization, Track & Trace For More Information • Nicole Groves – Business Analyst Manager R&D Mfg • E-mail ncg@qad.com • Phone +1 805 565 4351 • Guido Van Den Broeck – Sr. Product Manager, R&D MFG • E-mail: gvb@qad.com • Phone: +34 93 327 2052 • CarianneNieuwstraten– Sr. Product Manager, R&D MFG • E-mail: czn@qad.com • Phone: +1 503 236 0025

35. QAD Serialization, Track & Trace For More Information • Vertical Directors • Riya Cao, Life Sciences • Hank Canitz, FICE • Terry Onica, Automotive • Vice President Life Sciences • Dave Medina